+193.4%
AMAT vs AHR
+30.4%
+163.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.2% | +4.2% | +4.0% |
| 7D | +7.0% | -3.4% | +10.4% | +6.7% |
| 30D | -12.2% | -3.8% | -8.4% | -12.4% |
| 3M | -3.8% | +20.1% | -23.9% | -5.8% |
| 6M | +45.9% | +7.1% | +38.8% | +46.5% |
| YTD | +84.6% | +17.2% | +67.4% | +81.3% |
| 1Y | +193.4% | +30.4% | +163.0% | +183.1% |
| All | +193.4% | +30.4% | +163.0% | +183.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling